Harpal Singh Makkar – Financial Adviser

Adviser identifying number: 1244031
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: CAPSTONE FINANCIAL PLANNING PTY LTD
Licence number: 223135
Licensee’s ABN: 24093733969
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINANCE 4U PTY LTD
Authorised Representative identifying number: 440439
Authorised Representative’s ABN: 58163846400

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor of Commerce – Punjabi University
• Diploma of Financial Services (Financial Planning) – Australian Institute of Financial Services and Accounting
• Principles in Self Managed Superannuation Funds – International Institute of Technology

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Harpal Singh Makkar is authorised to provide advices on following products:

• Superannuation